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Posts Tagged ‘salesforce’

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Demystifying Package.xml: Tips and Best Practices for Salesforce Metadata Management

When working with the package.xml file in Salesforce, it’s crucial to understand its purpose and structure. The package.xml file defines the metadata components that need to be retrieved or deployed using tools like Salesforce DX, Metadata API, or the Force.com Migration Tool. Important Tips and Best Practices for Working with the Package.xml File: Understand Metadata […]

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Integrating GitHub with Visual Studio Code to Publish Your Salesforce Project

Introduction: As we all know, version control plays a crucial role in managing projects efficiently. GitHub, a popular platform for version control, provides a seamless collaboration experience. Salesforce developers often leverage GitHub to maintain their code repositories and collaborate with other team members. In this blog post, we will explore how to integrate GitHub with […]

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Salesforce Code Collaboration: Authenticate Git with Personal Access Token and Push Code via CMD

Introduction: When working with Git and GitHub, it’s essential to securely authenticate your account. Instead of using your GitHub password for authentication, a Personal Access Token (PAT) offers a safer alternative. In this blog, we will explore the steps to login to Git using a Personal Access Token and push your code to a GitHub […]

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Are You Getting the Most Out of Your Salesforce Marketing Cloud Investment?

Your brand now has Salesforce Marketing Cloud (SFMC) – congratulations! SFMC is a leader in the email marketing industry and extremely powerful for marketing communications. To ensure your brand is maximizing all capabilities is a full-time job, and leveraging the following can help.  Maximize the available data  This includes integrating your CRM data and utilizing […]

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Mastering RefreshApex() in Lightning Web Components

 In the world of Lightning Web Components, one of the most crucial aspects of building responsive applications is managing data. Salesforce provides us with a powerful utility called refreshApex() that allows us to easily refresh data in our components. In this blog, we will dive deep into the details of refreshApex() and explore how to […]

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Addressing People, Process, and Technology in Manufacturing Transformation

This is the third blog in our series on trends in the manufacturing industry and how the Salesforce platform can address business challenges. Read the first and second installments. This post covers content from the 18:48 mark and ends at 28:47 in the below video.   Whether you leverage spreadsheets for forecasting or are a larger […]

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10 Things to Consider When Starting With Salesforce Marketing Cloud

Salesforce Marketing Cloud (SFMC) enables you to deliver relevant, personalized journeys across channels and devices, enabling your marketing team to deliver the right messages to your customers at the right time. It includes integrated solutions for customer journey management, email, mobile, social, web personalization, advertising, content creation and management, and data analysis.   Perficient has delivered […]

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Perficient Included in 13 Analyst Reports in The First Half of 2023

As a global digital consultancy with thousands of skilled strategists and technologies across the world, we’re making a difference by transforming how the world’s biggest brands connect with customers and grow their business. We bring experience and expertise, speed and agility, and a healthy dose of pragmatism to drive businesses forward. Collaboration is one of […]

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Make Proactive, Data-Driven Decisions with Salesforce

This is the second blog in our series on trends in the manufacturing industry and how the Salesforce platform can address business challenges. Read the first installment here. This post covers content from the 9:03 mark and ends at 18:47 in the below video.   https://youtube.com/watch?v=wsxl6rT7SUQ%3Frel%3D0 With tools like Salesforce Data Cloud and Einstein GPT […]

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Automating Salesforce Lead Conversion with Katalon Studio: Sales Process with Efficient Automation

Introduction Continuing from our previous blog on “Automating Salesforce with Katalon Studio: Streamlining Salesforce Operations with Automated Testing” we now dive deeper into a specific aspect of Salesforce automation: lead conversion. In this continued blog, we will focus on automating the lead conversion process using Katalon Studio. Building upon the foundation of Salesforce automation discussed […]

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Automating Salesforce with Katalon Studio: Streamlining Salesforce Operations with Automated Testing

Introduction Organizations heavily rely on Salesforce as a robust CRM platform to manage their sales processes, customer interactions, and business operations. As Salesforce implementations grow in complexity, ensuring the stability and efficiency of these systems becomes crucial. This is where automation comes into play. In this blog, we will explore how to automate Salesforce using […]

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Manufacturing: Gaining Better Insights to Improve Forecasting and Sales

In this series, hear from Perficient’s Patrick McNamee, Portfolio Specialist, and Chris Kulish, Senior Technical Architect, as they discuss trends in the manufacturing industry and how the Salesforce platform can address business challenges. This post covers content up to the 9:02 mark in the below video.  Our team recently attended Salesforce Connections, where they learned […]

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